For wholesalers & MGAs
Wholesale and MGA teams receive packets of every quality. PacketSlip shows what is in each one, what is missing and what does not add up.
Named insured, class, location, revenue and requested coverage are extracted with page citations.
Checklists show which required items are missing, so you can go back to the retail broker right away.
Differences between the application, supplements and loss runs appear as open findings.
Findings, answers and status changes are logged on the submission for the whole team.
Intake
Incomplete packet
Underwriter review
| Step | Before | With PacketSlip |
|---|---|---|
| First look | Open every attachment to understand the risk | Structured summary of key fields with citations |
| Completeness | Discovered mid-review | Missing items listed on arrival |
| Questions to retail agent | Sent piecemeal | One consolidated request |
| Audit trail | Spread across email | Recorded on each submission |
Wholesalers and MGAs handle high volume from many retail agents, each with different habits. A consistent first pass — same fields, same checks — makes it easier to compare risks and route work.
Checklists are set per agency and line of business, so the whole team works from the same versioned rules.